Trustee & Fiduciary Services

Discover the benefits that a century of fiduciary experience can deliver to your family

Northern Trust has served generations of highly affluent families as fiduciary for their estates and trusts. As a result, Northern Trust has developed deep expertise in fiduciary oversight.

Rely on our experience and execution, our expert staff take pride in executing your trustee, company and administration requirements.

Services include:

Accurate, efficient trust operations

Maintaining asset titles and inventory (custody)

Provision of trustee services, in accordance with the governing trust deed

Reviewing, maintaining and protecting the trust by fulfilling all duties in line with the Trust Deed

Company administration

Expertise in selection and oversight of multiple managers

Ongoing auditing and regulatory compliance

Proactive working relationships with family advisors

Completion and submission of appropriate company and trust tax returns

Preparation of financial statements

Managing marketable and closely-held assets

Exercising of discretion on behalf of beneficiaries

Foundation management

Investment management consistent with our fiduciary duties

Investment compliance

Management of building, content, vehicle and employee insurance

Our team:

Meets with families and advisors to understand their needs

Structures asset holdings in order to meet those needs

Manages liquidity to ensure the structure operates efficiently

We offer these services in multiple locations, and are attuned to the offshore needs of our clients. We are one of the largest providers of trust services in Guernsey and offer a comprehensive range of offshore services to our families.

Lesley Hodgson

Director, Middle East Client Development, Global Family and Private Investment Office Group EMEA

Lesley Hodgson

Director, Middle East Client Development, Global Family and Private Investment Office Group EMEA

Lesley started her career with the Treasury of Royal Bank of Scotland before joining Northern Trust’s asset management business in 1995 to establish a portfolio management capability outside of the United States. After the successful establishment of this function she then worked with international clients on their global investment and securities lending needs.

She specialises in working with ultra-high net worth global families and their advisors on a vast range of different aspects to managing family wealth. She works with some of the leading global experts on tax and legal matters with special attention on establishing trusts, Private Trust Companies (PTCs) and Special Purpose Vehicles (SPVs). Her experience includes helping families establish efficiency, governance and succession planning within family businesses, property, art and landed estates. She has been instrumental in the establishment of new family offices as well as providing ongoing strategic solutions to those with long standing offices.

Lesley has a M.A. degree with Honours in Accountancy and Economics, from the University of Dundee, Scotland, and is IMC qualified.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.